The Cloud CRM and ERP for Service Providers

Web-based or cloud CRM and ERP software is becoming increasingly interesting especially for small and medium-sized enterprises (SMEs). But what values does cloud software add to your business?

In the cloud or cloud computing, users access various IT resources online via a browser or app. These resources can be, for example, storage, servers or complete business software such as a CRM and ERP system. Such a system supports your company in digitizing and optimizing your individual business processes by creating a common database that can be accessed from anywhere.

Business Software Cloud-based CRM and ERP software is a great opportunity for SME to drive their digitalization in a flexible, secure and cost-effective way to stay competitive and future-proof. Vertec’s modules can be selected according to your needs, so that the business software remains adaptable even in the event of business changes.

What are the benefits of the Cloud Suite option?

  • No own infrastructure required
  • Licenses can be added or cancelled flexibly
  • You always use the latest Vertec version
  • High security standards for cloud operations
  • Daily backups, 7 day retention

The top 5 benefits of a cloud CRM and ERP system (SaaS)

1. No own infrastructure required

If you purchase Vertec licenses and use our business software on-premises, you will find other financial expenses related to the acquisition, maintenance and handling of the hardware landscape, especially servers, going along with that. Add to this human resources that make sure these tasks are taken care of.

The situation, however, is different with a cloud ERP solution: In this scenario, you, as a customer, benefit from the provided server capacities without any effort. Using Vertec's Cloud Suite, the following Vertec apps are available for you:

  • The Cloud App is a cloud-based thin client that runs the same business logic as it runs on the application server. The interface is delivered by the server which is ideal for your location-independent work with Vertec
  • The Web App runs Vertec’s cloud-ready CRM and ERP software browser-based making it especially interesting for non-Windows devices
  • The Outlook App ensures a smooth interaction between Vertec and Outlook
  • The Phone App (mobile app) facilitates location-independent work and performance recording on the go

2. The licensing model of Vertec's Cloud CRM and ERP system

A provider of Cloud CRM and ERP software such as Vertec allows you to acquire or cancel software licenses flexibly. This makes it even easier for you to adapt your cloud business software to changes affecting your business. Vertec’s CRM and ERP software is scalable and grows with your business. Even individual adjustments that we may have made to your solution on request are retained and can be updated. This saves you costs and keeps the business software lean and clear.

3. Always up-to-date with your cloud CRM and ERP software

Operating Vertec as a Cloud Suite is not a one-time purchase, but a subscribed service. SaaS stands for Software-as-a-Service. Therefore, small and medium-sized companies (SMEs) in particular will not have to worry about aging software.

As a provider, Vertec keeps it up-to-date with regular updates and continuously implements new functions that will help your business thrive. This way, your cloud CRM and ERP system stays up-to-date and grows with your requirements. SMEs will not have to take care of modernizing their IT infrastructure in software projects all by themselves. Sit back, as this is all covered by your cloud solution.

4. High data security in the cloud

IT security should always be considered top priority in all enterprises. Attacks of all kinds are ubiquitous, and companies of all sizes are a potential target of criminals. Businesses therefore should be well-prepared and able to deal with new threats and find solutions.

Using a cloud CRM and ERP solution, the security of the business software is largely taken care of by the vendor, in this case Vertec. For example, Vertec implements regular security updates and ensures a high level of security by constantly updating the Vertec version.

Vertec also performs daily backups of customer data which is processed by the Vertec software.

Important: Users are required to ensure that only secure passwords are set and that logins are protected by Two-factor authentication (MFA) .

Valuable tips that will help you protect your Vertec in the best possible way can be found in the blog article “How to make your vertec secure in just a few steps “.

 

Vertec is ISO 27001 certified

 

In addition to the ISO 9001 certification, Vertec also complies with the ISO 27001 standard. With the internationally valid ISO certification, we can guarantee you as a customer a careful, ISMS-compliant handling of your data.

The aim of this standard is to prevent possible security risks and to take appropriate measure in advance. Company internal assets are identified, entered, recorded and individually assessed according to their respective security risk. The asset "customer data" is one of the most important assets for us and therefore is granted the highest priority.

Data Residency

The Information Security Management System (ISMS) has also proven to be helpful with regard to our Cloud Suite infrastructure, since in this mode of operation data is stored on external third-party servers. To ensure the highest level of security, we only work with ISO 27001 compliant hosting partners. The server locations are in Switzerland, Germany and Austria.

Another measure we take to protect Vertec as a software against external attacks is to carry out regular penetration tests, or pentests for short.

How you can use Vertec safely over the internet, and what steps are necessary to contribute to safety, are explained in detail on our Knowledge Base in the article Using Vertec safely over the internet .

5. Cloud software for easy work on the go

One of the biggest advantages of cloud CRM and ERP systems certainly is the ability to access data regardless of the location you are at. A CRM and ERP solution from the cloud allows its users to access the business software from virtually anywhere, provided they have an Internet connection.

This is also a plus when it comes to work remotely or from home. All your data required for work which was difficult to access from on the go is now quickly available on, for example, business trips. With Vertec as a software for service companies you simply record performances on projects or enter expense receipts using the Vertec Phone App. This saves you time while increasing your efficiency.

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